The Center's team of professionals is available for live, in-person or webinar presentations on financial planning and investment topics relevant to a variety of audiences, including but not limited to professional groups, community groups and non-profit organizations, and employer groups.  We enjoy sharing their knowledge to educate others on important financial planning topics. Contact Sandy Adams to schedule a speaking engagement and for our speaker’s fee structure, if applicable.

Top Requested Speaking Topics

Retirement Readiness

Retirement Readiness

Retirement Income Planning

Retirement Income Planning

Income Tax Planning

Income Tax Planning

Life Transition Planning

Life Transition Planning


Available Speaking Topics

Planning for Unique Groups (Older Adults, Women, etc.)

  • Planning for Business Owners

  • Elder Care Planning 101

  • Long Term Care Planning and Long Term Care Insurance

  • How to Have Difficult Conversations about Elder Care Planning

  • Financial Decision Making and Capacity Issues (with Dr. Peter Lichtenberg, WSU IOG)

  • Serving as a Financial Fiduciary

  • Women and Health: Life Happens, Be Prepared

  • Financial Planning for Widows/Widowers

  • Financial Planning for New and Growing Families

  • Financial Transitions

  • Job or Career Changes

  • Critical Financial Planning Issues in Divorce for Women

  • Financial Planning Topics for Divorce Professionals (Attorneys, Financial Planners, CPA’s)

Investments and Investing:

  • Putting Emotions in Perspective

  • Current Market Update

  • Aging Investors: Why Do-It-Yourself May Not be the Answer

  • The Fundamentals of Successful Investing

  • Tax Implications for Investing: Why Asset Location Makes Sense Now More Than Ever

  • Social Investing: Socially Responsible / ESG

Retirement Planning:

  • Retirement Readiness

  • Creating a Retirement Paycheck

  • Pension Decisions and Strategies

  • Retirement Income Strategies in a Low-Yield World

  • Social Security Decisions and Strategies

  • How to Plan for Health Care Expenses in Retirement

  • Retirement Savings Strategy for Tax Free Growth (After Tax 401(k), Rollovers to Roth IRAs)*

  • Cash Balance Plans: How to Accelerate Retirement Savings and Lower Taxes

  • Dividing Pensions and Retirement Assets in Divorce (for Attorneys, CPA’s, Financial Planners)

  • QDROs: Avoiding Common Traps

Wealth Transfer and Charitable Giving:

  • Advanced Estate Planning for High Net Worth Investors

  • Wealth Transfer Strategies

  • Charitable Planning Tools and Techniques

  • Preparing the Next Generation for Wealth

General Financial Planning:

  • The Top 5 Financial Planning Issues

  • Choosing Cost Basis Elections

  • Company Benefits/Open Enrollment

  • Reviewing your 401(k) and Employee Benefits

  • Financial Planning Basics

Practice Management:

  • How to Partner with Your Client’s other Professionals

  • Investing In Your Staff

  • Growing Your Business

  • Succession Planning

Tax Planning:

  • Tax Concerns for Divorcing Clients (for Attorneys, Financial Professionals, CPA’s)

  • Year-End Tax Planning Strategies

  • Mining Tax Returns for Divorce Discovery

  • The New Tax Laws and How They May Affect You

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. *You should consider all of your available options and the applicable fees and features of each option before moving your retirement assets. They are as follows: 1. Leave money in your former employer's plan, if permitted. 2. Roll over the assets to your new employer's plan, if one is available and it is permitted. 3. Rollover to an IRA 4. Cash out the account.